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SLWS vs NTSX

Wisdom Short Duration Income Fund vs WisdomTree U.S. Efficient Core Fund

SLWS

Wisdom Short Duration Income Fund

Annual cost

Fund size

NTSX

WisdomTree U.S. Efficient Core Fund

Annual cost

0.20%

Fund size

$1.4B

Key differences

SLWS is a fixed income ETF, while NTSX is an equity ETF.

  • SLWS is a fixed income fund, while NTSX is an equity fund. They carry different risk/return profiles.
  • SLWS covers global markets; NTSX covers North America.

Side-by-side comparison

SLWSNTSX
Annual cost (TER)0.20%
Fund size (AUM)$1.4B
Since2018
Dividend yield1.07%
Asset classfixed incomeequity
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+22.4%
CAGR 3YN/A+19.2%
CAGR 5YN/A+9.4%
Sharpe 3YN/A1.00
Volatility 1Y12.92%
Max drawdown-0.73%-31.34%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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